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FDx Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

FDx Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,345
Closed -$236K – 672
2018
Q3 		$236K Buy
+6,345
New +$230K 0.01% 779

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FDx Advisors's ILCG Position: Q4 2018 in Review

FDx Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2018, closing a stake of 6,345 shares — an estimated $236K sold.

FDx Advisors first reported a position in ILCG in Q3 2018 and held it in 1 quarter. The position peaked at $236K in Q3 2018. 121 funds tracked by Wall St. Rank hold ILCG as of Q4 2018.

  • FDx Advisors reported no remaining iShares Morningstar Growth ETF position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 6,345 iShares Morningstar Growth ETF shares in Q4 2018, an estimated $236K.
  • FDx Advisors first reported a position in iShares Morningstar Growth ETF in Q3 2018 and held it in 1 quarter.
  • FDx Advisors's iShares Morningstar Growth ETF position peaked at $236K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.